Course Objective & Scope
When customer context sits in the CRM, orders and invoices live in the ERP, and support history stays locked in the service desk, teams swivel between screens and create conflicting records. This course teaches how to architect dependable enterprise integrations and enrich them with AI-assisted data cleaning and matching.
Participants define system-of-record ownership per field, apply upsert and idempotency patterns that prevent duplicates, and build a realistic CRM–ERP–Service integration workflow.
Who Should Attend?
- CRM, ERP and enterprise application administrators and integration specialists
- Systems analysts, solution architects and data operations teams
- RevOps, sales operations and customer operations technology leads
- Prerequisite: basic understanding of APIs and relational data models
Key Takeaways
- Define system-of-record ownership and a field-level data contract across platforms
- Choose between real-time event sync, bi-directional sync and scheduled reconciliation
- Prevent duplicate records using external IDs, upserts and idempotency keys
- Resolve messy company and contact names with deterministic rules plus LLM-assisted matching
- Handle schema drift, API quotas and partial sync failures with clean reconciliation flows
Curriculum
Enterprise Integration Patterns and Data Ownership
- Defining the System of Record and conflict-resolution rules
- Real-time event triggers versus scheduled batch synchronisation
Data Mapping, Upserts and Deduplication
- Linking accounts, contacts, opportunities, orders and tickets across systems
- External ID strategies, upserts and preventing infinite sync loops
AI-Assisted Data Normalisation and Entity Resolution
- Standardising messy job titles, industries, phones and addresses
- Matching near-duplicate company records with rules plus semantic comparison
End-to-End Lab: Lead-to-Cash and Customer Care Sync
- Creating ERP customer/order records automatically when a CRM deal closes
- Surfacing ERP invoice and delivery status inside the support ticket view
Reconciliation, API Quotas and Change Management
- Respecting CRM/ERP API limits with bulk endpoints and throttling
- Nightly reconciliation checks to catch out-of-sync records
Other Courses in This Category
-
Automate data pulls across databases, ERP, CRM and spreadsheets, combine deterministic KPI calculations with LLM-written executive commentary, and distribute scheduled reports.
- Live Course
- 5 modules
-
Keep corporate knowledge current across SharePoint, Confluence, Notion, Drive and ticket logs with automated ingestion, summarisation, change alerts and RAG indexing workflows.
- Live Course
- 5 modules
-
Design Human-in-the-Loop (HITL) workflows with confidence thresholds, risk-based escalation, approval and correction UIs, SLA timers and feedback loops that improve AI accuracy.
- Live Course
- 5 modules
-
Build production-grade resilience into automation and LLM workflows using transient vs permanent error classification, exponential backoff, idempotency, dead-letter queues and model fallbacks.
- Live Course
- 5 modules
-
Instrument automation and LLM workflows with structured logs, correlation-ID tracing, token/cost and latency metrics, PII redaction and actionable anomaly alerts.
- Live Course
- 5 modules
-
Secure enterprise automation and LLM/agent workflows with least-privilege access, secret vaults, indirect prompt-injection defences, tool-calling guardrails and governance controls.
- Live Course
- 5 modules
Get in touch
